XME vs USRT overlap
XME and USRT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XME, SEC Form N-PORT, June 30, 2026; USRT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XME | USRT |
|---|---|---|
| Bank of America Corp. | $847.0M | $147.2M |
| Morgan Stanley | $278.0M | $56.6M |
| BlackRock, Inc. | $18.4M | $306.1M |
| LPL Financial LLC | $76.2M | $116.8M |
| US Bancorp | $135K | $185.7M |
| Goldman Sachs Group Inc. | $133.9M | $16.2M |
| Northwestern Mutual Wealth Management Co | $8.0M | $127.5M |
| Glenmede Trust Co NA | $14K | $128.8M |
| Wells Fargo & Company | $89.2M | $4.3M |
| HighTower Advisors, LLC | $27.9M | $38.3M |
| Cerity Partners LLC | $1.1M | $62.5M |
| Raymond James Financial Inc. | $58.8M | $4.1M |
| Citigroup Inc. | $62.4M | $28K |
| Two Sigma Investments, LP | $54.0M | $4.5M |
| Apollon Wealth Management, LLC | $228K | $55.9M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XME institutional holders, USRT institutional holders.
Frequently asked questions
How much do XME and USRT overlap?
0.0% by weight, with 0 holdings in common, using holdings for XME as of June 30, 2026 and USRT as of July 31, 2026.
Do institutions hold both XME and USRT?
146 Form 13F filers report positions in both, out of 753 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.